Adam's Level 1 SA Retail Account Launch
OP360 Sales Admin Team will only handle tickets/process orders fore the enclosed accounts.
- All other Retail vendor inquiries in your ticket queue:
*Send a message to the "Sales Admin Launch Group" and ask Nely and Amanda to advise.
Revision 12/23/2025: Adam Advised moving forward orders needs processed for the Accounts dedicated warehouse "Only" - See Account SOP for the Dedicated warehouse per retail account
Process Flow:
Inbound ticket comes into queue;
Level 1:
Step 1: View all details in body of ticket
- If PO is attached -> Open attachment to view all details
Important Note: Extremely important to double check all details of the ticket.
-There may be a case where the request states to not ship until a specific future ship date.
-There may be a case for the individual PO , request for Customer Pick Up
Step 2:
-Check M3 for Product availability
Step 3:
-Process PO (Order) in M3
-Select the dedicated warehouse for the retail account
Step 4A) If All Product is Available in dedicated warehouse
-Proceed to Step 5
Step 4B) : Product on Reserve or Out of Stock
- Respond to ticket with the dedicated (OP360 Sales Admin/OP360SA) dedicated canned response advising pro/products unavailable for shipping and request how to proceed with PO
-Proceed to Step 5
Step 5: Send Ring SA Group Message to Amanda/Nely for Approval
- Provide ticket Number/ Order Number/ and ticket details
-Once Approved proceed to step 7
Step 6A) For ALL product on PO available to Ship
-Update stop code to stop code , to stop code 8
-Respond to ticket providing order number confirmation
Step 6B ) ALL Product is OOS/ ON Reserve on PO
-You will need to await the confirmation from the Requestor how to proceed.
-Once you have received confirmation
-Send another Ring SA Group message to Amanda/Nely and ask how to procced.
-Amanda/ Nely will advise how to proceed
Step 6C ) ALL Product is OOS/ ON Reserve on PO
-You will need to await the confirmation from the Requestor how to proceed.
-Once you have received confirmation
-Send another Ring SA Group message to Amanda/Nely and ask how to procced.
-Amanda/ Nely will advise how to proceed
| Part 1: M3 Order Processing |
| Order Type | E14 | * | |
| IMPORTANT: Place "All" orders in stop code 7 | Send Message to Amanda/Nely in Ring SA Group chat to approval to proceed | Amanda/Nely will view order details and advise how to proceed -If approved: You will modify order from stop code 7 to stop code 8 -If Not Approved: You will be advised how to proceed | |
| IMPORTANT: Very Important to view "ALL" Attached PO and Body of email details (There may be isolated cases for the following from the requestor when handling ticket & processing PO) | Scenario 1: -Requestor/Attached PO indicates to not ship until a future date For Order Processing: -Be sure to select the requested future date. -Be sure to select stop code 7 Ring SA Group Message to Amanda /Nely for Approval - Advise PO is requesting the future ship date | Scenario 2: -Requestor /Attached PO indicates to Process PO , but Hold and NOT ship order Note: This means: Do not release order for shipping until requestor provides a follow-up confirmation . For Order Processing: -Be sure to select the ship date indicated -Be sure to select stop code 7 Ring SA Group Message to Amanda /Nely for Approval - Advise PO is requesting to process order , but hold and DO NOT ship until requestor sends confirmation follow=up | Scenario 3: -Requestor/Attached PO indicates order is a Customer Pick-Up Note: This account orders normally ship by truck, but this PO they are requesting customer pick up. For Order Processing: -Be sure to select the ship date indicated -Be sure to select your Ship Via/carrier to CPU (Customer Pick Up) -Be sure to select stop code 7 Ring SA Group Message to Amanda /Nely for Approval -Advise PO is requesting a Customer pick up for this isolated order. |
Canned Responses for ticket handling
M3
| Account Name | M3 Customer ID | Dedicated Shipping Warehouse | Carrier | Ship Via | Delivery Terms | Customer SOP -Click Link for full customer order processing |
| ADC-Appliance Dealers Cooperative Shipping Address: Monroe Township, NJ | 50383 | Revision 12/23/2025 HNJ (Only) Reference SOP for further details before processing order | Logistics | Logistics | PPD | https://thelegacycompanies.freshdesk.com/a/solutions/articles/70000679840?portalId=70000035053 |
| ADC-Appliance Dealers Cooperative Shipping Address: Imperial, PA Lewisberry , PA | 50383 | Revision 12/23/2025 HNJ (Only) Reference SOP for further details before processing order | Logistics | Logistics | PPA (PREPAY AND ADD) | https://thelegacycompanies.freshdesk.com/a/solutions/articles/70000679840?portalId=70000035053 |
| Dynamic Marketing INC. | 50358 | Revision 12/23/2025 HNJ (Only) Reference SOP for further details before processing order | Logistics | Logistics | PPD (Prepaid) | https://thelegacycompanies.freshdesk.com/a/solutions/articles/70000680093?portalId=70000035053 |
| Intercountry Appliance | 50332 | Revision 12/23/2025 HNJ (Only) Reference SOP for further details before processing order | Logistics | Logistics | PPD (Prepaid) | https://thelegacycompanies.freshdesk.com/a/solutions/articles/70000679981?portalId=70000035053 |
| New England Appliance Group INC. | 50397 | Revision 12/23/2025: HNJ (Only) Reference SOP for further details before processing order | Logistics | Logistics | PPD (Prepaid) | https://thelegacycompanies.freshdesk.com/a/solutions/articles/70000679935?portalId=70000035053 |
| R&B Wholesale Distributors Shipping Address: Hayward, CA | 50575 | Revision 12/23/2025: SNV (Only) Reference SOP for further details before processing order | Reach out to Amanda/ Nely to advise if "Logistics" | CPU Customer Pick Up | CPU Customer Pick Up | https://thelegacycompanies.freshdesk.com/a/solutions/articles/70000680098?portalId=70000035053 |
| R&B Wholesale Distributors Shipping Address: Ontario | 50478 | Revision 12/23/2025: SNV (Only) Reference SOP for further details before processing order | Logistics | Logistics | PPD (Prepaid) | https://thelegacycompanies.freshdesk.com/a/solutions/articles/70000680098?portalId=70000035053 |
| R&B Wholesale Distributors Shipping Address: Phoenix | 50537 | Revision 12/23/2025: SNV (Only) Reference SOP for further details before processing order | Logistics | Logistics | PPD (Prepaid) | https://thelegacycompanies.freshdesk.com/a/solutions/articles/70000680098?portalId=70000035053 |